Finding value beyond the big tech gold rush

In Trustnet, Vincent Ropers, co-manager of the TB Wise Multi-Asset Growth fund, shares his thoughts on where to find value away from Silicon Valley tech stocks. “The sky hasn’t fallen in on the tech sector, but the recent sell-off is a stark reminder about the dangers of red-hot momentum investing. As investors reel from a […]

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Market volatility brings vintage hedge fund strategy back to the fore

In The Financial Times, Cedric Vuignier, head of alternative investments at SYZ Asset Management, and Oliver Dobbs, CIO and portfolio manager of Trium Credere fund, share their views on the comeback of convertible arbitrage, a hedge fund strategy which has benefited from this year’s market turmoil. Link

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PGIM’s Baribeau: Why there is ‘never room for value’ in portfolios

In Investment Week, Mark Baribeau, head of global equity at PGIM Jennison Associates LLC and co-manager of the PGIM Jennison Global Equity Opportunities fund, highlights key trends the team has been playing since the start of the year, including e-commerce, digital payments and the digital transformation of enterprises. “What we are trying to find are structural winners, companies that are […]

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European markets fall back on dovish ECB tone

In Professional Pensions, Adrien Pichoud, chief economist and senior portfolio manager at SYZ Private Banking, suggests the European Central Bank should ‘err on the dovish side’ ahead of its interest rates announcement due later today. “Much like in the pre-Covid world, central banks will have to contend with weak growth and weak inflation in the post-Covid world.” […]

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Pharma faces complex challenges in rising to ESG scrutiny

In International Investment, Chris Elliott, co-manager of the Evenlode Global Income Fund, and Sawan Kumar, stewardship analyst at Evenlode Investment, discuss the challenges of ESG in the pharmaceuticals industry. “Improving access to healthcare, creating therapies and vaccines, and driving medicine affordability, while keeping stakeholders happy, is not an easy remit.” Link

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Evenlode: Pharma faces complex challenges in rising to ESG scrutiny

In Investment Week, Chris Elliott, co-manager of the Evenlode Global Income fund and Sawan Kumar, stewardship analyst at Evenlode Investment, discuss the challenges of ESG in the pharmaceuticals industry. “Improving access to healthcare, creating therapies and vaccines, and driving medicine affordability, while keeping stakeholders happy, is not an easy remit.” Link

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AAA-rated real estate PMs target shift toward ‘e-everything economy’

In Citywire Selector, AAA-rated Rogier Quirijns of Cohen and Steers shares his outlook for European real estate sectors amid the ongoing uncertainty of Covid-19. “We believe companies that provide data and logistics infrastructure, including data centres, cell towers and industrial warehouses, will continue to benefit from strong secular demand in the shift toward an e-everything […]

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